Downloadable Tools

Collaboration, Innovation, Education

Aubrey Carroll, information service manager at Florence County (SC) Library System, presented this program at Library 2.012.
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FINRA Powerlinks

Using FINRA.org PowerLinks on your Web site allows you to integrate up-to-date content directly into your existing Web pages.
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Financial Planning Opportunities for People of All Incomes

Use this handbook developed by the Multnomah County Public Library, to find websites and agencies that help you manage your money.
PDF: English | Spanish

Staff Survey on Investor Education Content

What reference sources would you use to answer these questions about personal investing? Timberland Regional Library used this tool to help develop their staff training.
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Staff financial knowledge survey

Milwaukee Public Library used this survey to determine the staff’s knowledge about the language of basic investing and money management.
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Market research summary of Millennials, Gen X & Baby Boomers

Schaumburg Township District Library Staff developed one survey using skip logic to gather input from all three groups to gauge their financial literacy and develop appropriate programming.
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Evaluation 101

Outcomes based evaluation is a systematic way to assess how well a program has achieved its intended results. Review this step by step presentation from the ALA Office of Research and Statistics to learn how to design an evaluation plan.
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How To Work with an Outside Evaluator

This presentation by grantee Joanne Kahn offers step-by-step information to help you work successfully with a third-party evaluator. It also applies to working with communications firms or other partners.
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Assessing Audience Needs

Customizing your program for a target audience means doing things their way, not your way. In a library system, that can be difficult. Learn tips and examples from Multnomah County Public Library’s successful Smart Investing @your library project.
Download PowerPoint Presentation | Download companion .doc

Menu of Data Collection Methods

You can’t measure success without a baseline. A pre-test and a post-test is one method among many that can help gauge what people know before the program and what changed as a result of the program.
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Gen X Pre and Post Test

Developed by the Extension Office at Iowa State University, in collaboration with Ames Public Library, this test was used as both pre and post to create baseline information and to determine level of understanding following class presentations.
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User Survey

This brief but effective survey helps the Athens-Clarke County Regional Library System plan the times, types and location of programs.
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FINRA Investor Alerts

FINRA develops Investor Alerts to educate investors about important and timely investing issues. These will be delivered automatically to your feed reader or news service (like Google News, Yahoo or NetNewsWire).
FINRA Foundation RSS Feed

News:

Richland County Public Library rocks financial literacy with a new music video. Continue reading